Our Research

Unlisted Managed Investment

Unlisted Managed Investments – IIR provides research on unlisted managed investments across a range of asset classes for both retail and wholesale investors. Coverage includes an Initiation Report and annual reviews.

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January 6, 2012

BT Financial Group – Managed Model Portfolio – Defensive

The model portfolio is available to Westpac Banking Corporation (WBC) affiliated advisers, however, while the asset allocation is consistent across all wealth channels the portfolio may differ depending on the constraints of dealer groups Approved Product Lists (APLs)....
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January 6, 2012

BT Financial Group – Managed Model Portfolio – Balanced

The model portfolio is constructed and managed by the Managed Fund and Structured Investments team in the Advice & Private Bank division of BTFG (BTFG Research Team). The model portfolio comprises a selection of managed funds from the High Services List (HSL), a list of approved managed funds constructed and monitored by the BTFG Research team....
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January 4, 2012

Wealth Within Limited – Recommended Rating – www.wealthwithin.com.au/investments/managed-investments/

All investment mandates invest in ASX-listed securities with investment decisions based primarily on technical analysis. The three investment mandates aim to offer a different risk/return profile to cater to individuals differing levels of risk/return expectations. As such, returns will be dependent on the mandate selected and the timing of the investment....
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February 1, 2011

Direct Equity Managed Account – Investment Grade

Individually managed, highly concentrated equity portfolios. Investors have six mandates to select from. All investment mandates invest in securities listed on ASX....
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January 2, 2011

Westpac Bluechip 20 – Recommended Rating

Separately Managed Account providing leveraged exposure to the S&P/ASX 20...
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